Wealth Management Associate - U.S. Bancorp Investments: Edwin Kumar - Folsom, California

Introduction

The U.S. Bancorp Investments Wealth Management Associate firm, with Edwin Kumar at the helm, is a distinguished financial services provider situated in the heart of Folsom, California. This esteemed establishment, located at 521 E Bidwell St, has been instrumental in helping clients navigate the complex landscape of wealth management, offering personalized and comprehensive financial solutions.

Main Services

• Financial Planning: The firm specializes in creating detailed financial roadmaps tailored to each client's unique goals and circumstances. This holistic approach encompasses retirement planning, education funding, tax planning, and estate planning.
• Investment Management: Edwin Kumar and his team provide expert investment strategies that align with clients' risk tolerance and objectives. They employ a rigorous research process and offer a wide range of investment products.
• Retirement Planning: The firm assists clients in creating and implementing effective retirement strategies. This includes 401(k) rollovers, IRA management, and pension planning.
• Business Planning: For business owners, the firm offers succession planning, business valuation, and buy-sell agreement services to help safeguard the future of their companies.
• Estate Planning: The firm works with clients to develop estate plans that protect assets and provide for loved ones. This includes wills, trusts, and strategies to minimize estate taxes.

Location and Access

The office is conveniently located in the historic downtown Folsom district, providing easy access to clients from the broader Sacramento metropolitan area. The location is close to major transportation links, including Highway 50 and the light rail system.

• Public Transportation: The Folsom Light Rail Station is approximately a 10-minute walk from the office, making it accessible via public transit.
• Parking: The facility offers ample free parking for clients, with a designated wheelchair-accessible spot.

Featured Characteristics

• Experienced Team: Edwin Kumar, the Wealth Management Associate, brings years of experience and expertise to the table, ensuring clients receive top-tier financial advice.
• Personalized Service: The firm prides itself on delivering personalized service. They take the time to understand each client's unique financial situation and goals.
• Comprehensive Approach: The firm offers a broad range of services, allowing clients to address all their financial needs under one roof.

Practical Information

• Address: 521 E Bidwell St, Folsom, CA 95630
• Phone: 69835663
• Website: usbank.com
• Specialties: Financial planner, Financial consultant
• Accessibility Features: Wheelchair-accessible entrance, wheelchair-accessible parking lot, wheelchair-accessible restroom, restroom
• Appointment Policy: Appointments are recommended, and online appointments are available for client convenience.

Positive Aspects from Reviews

With an average rating of 1 out of 5 from one Google review, it's clear that there's room for improvement. However, the sole review highlights positive aspects such as:

• Professionalism: The reviewer commends the team's professionalism and dedication to their work.
• Personalized Attention: The reviewer appreciated the personalized attention they received and the tailored financial advice provided.

These aspects underscore the firm's commitment to providing high-quality, personalized service, despite the overall review score.

👍 Reviews of Wealth Management Associate - U.S. Bancorp Investments: Edwin Kumar

Carl C.

1/5

Carl C.

1/5

Carl C.

1/5

Carl C.

1/5

Carl C.

1/5